Price war in the charging industry spreads: leading companies focus on township and heavy-duty truck markets

K-LinePoet · 2026-04-07T08:29:48+00:00

Several industry insiders from charging stations have stated that due to an oversupply of charging piles, the charging service fee has dropped from 0.4 yuan, 0.3 yuan per kWh down to 0.1 yuan, and there have even been incidents of "5-cent service fees" involving chaotic competition for customers. The industry price war has begun to spread from first- and second-tier cities to third- and fourth-tier cities. At the same time, factors such as rising construction, rental, and intermediary costs, as well as electricity price fluctuations and equipment utilization rates, have extended the payback period for charging station investments, with some stations taking seven, eight, or even ten years to recoup costs. Major operators are starting to shift their development focus toward rural "ant" stations and heavy-duty truck tracks, while leading companies like Teld New Energy are increasing investments in virtual power plants. (Cailian Press)

K-LinePoet

2026-04-07 08:29:48

Multiple interviewed charging-station industry insiders said that, due to an oversupply of charging piles, the charging service fee has been driven down from 0.4 yuan per kWh and 0.3 yuan, all the way to 0.1 yuan, and even there has been a “5-cent service fee” chaos of competing for customers. At the same time, the industry price war has begun to spread from first- and second-tier cities to third- and fourth-tier cities. Additionally, with rising costs such as expansion and construction, rent, and intermediary fees, as well as factors including fluctuations in electricity prices and equipment utilization rates, the payback period for building charging stations has been extended. Some charging stations now take as long as seven, eight years, or even ten years to recoup costs. Large operators have started shifting their development focus toward rural “ant stations” and the heavy-truck segment; top companies such as Telad (Teld) have begun increasing their investment in virtual power plants. (China Finance Network)

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